Ditching the Declaration Page

In insurance we love a good declaration page. Who doesn’t love a good apples to apples comparison? The challenge is that all too often the work to get the dec page only hurts you. Watch this video as Dave explains why the dec page request can decrease your closing ratio. When you put an unnecessary step in between you and your sale and you ask your prospect to do unnecessary work we have to ask is there a better way?

The reality is that yes there is! We build rapport while gathering the most up to date information and earn the trust of the client. We take the time to share who we are and learn who they are. Watch this 3 Minute video to reduce the need for dec pages.

Contact us if you are looking to accomplish the following:

Become more efficient and effective

Help modernize your staff’s processes and procedures

Get buy in on critical agency initiatives

Work to boost your closing ratios!

SERVICES

We help your agency identify untapped opportunities and zero in on them with a results-driven plan. Your Agency Performance Partners team harnesses a proprietary suite of tools to get you to your goals. We assess your agency, set the strategy, and execute results as your partners in success.

AppX Programs

Our 6-month program marries training to metrics, turning your agency into a high-performing sales and retention machine. Agents who participate see a 33% increase in written premium and a 2% point increase in retention.

LIVE VIRTUAL TRAINING

Struggling with how to train your team and balance their workload? Our live virtual training is your answer. You get to work live on video conference with a performance consultant. This program has pre-training work, a syllabus and activity. Make your training stick!

AGENCY APPEAL

Whether your brand needs a complete overhaul, or you simply need strategic services such as a new website or sales collateral, our sister company Agency Appeal can help. Wherever your agency is on the branding spectrum, we can help.

SECRET SHOPPER CALLS

Curious if your team is following through on the customer experience you designed? Worry no more our team of secret shoppers are the answer. We will agree to the scenarios, make the calls and provide you as score card and video from your shopper, you then get to meet with a performance consultant on your results.